09/03/2026
Sometimes estate planning is about more than who gets the money.Bobby shares a story from his time working as a professional executor and trustee about a woman who kept decades of records organized in filing cabinets built into her garage. While going through everything, they found pieces of her life her family may never have known were thereโincluding original playbills from her time as an opera singer in New York in the 1930s and โ40s.The takeaway is simple: keep the important things, but make sure what you leave behind is organized, accessible, and usable for the people who will eventually have to sort through it.Sometimes your legacy is worth a lot more than a number on a statement.